10 Tips to Streamline Your Year-end Process

What’s Inside?

Even in the best circumstances, year-end can be a chaotic time for lawyers. So with all of the curveballs we’ve been thrown in 2020, it’s more important now than ever to have a sound, reliable process to tie up loose ends and get your firm ready for the year ahead.

Download this at-a-glance guide to get 10 tips to help streamline your law firm’s year-end process.

Tips include:

  1. Maintain matter-centric records
  2. Always be prepared for an audit
  3. Keep up with monthly reconciliation

Download the Infographic now

What Happy CosmoLex Users Are Saying...


There isn’t anything I don’t like. Easier timekeeping and keeps the books straight because they have to match up…we switched because it includes bookkeeping and timekeeping in one program.

Rebecca Norton | On Point Legal, Louisiana


We needed to find an alternative solution to PCLaw, as we were moving to a cloud-based system. It appeared the employees at CosmoLex had more experience in migrating the data from PCLaw to CosmoLex.

Andrea C. Kryszak | Kryszak & Associates, Co., LPA


Using a third-party platform for accounting didn’t make sense anymore…conflict check approach is good and I like the ability to handle my accounting within the case management software.

Andy Patzig | Patzig Law

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